Cramer's back, with tech stocks in hand

Today on TheStreet.com, Jim Cramer was back from vacation. He is sticking with Apple Inc. (NASDAQ: AAPL), Research-in-Motion (NASDAQ: RIMM), Google Inc. (NASDAQ: GOOG) and even Level 3 Communications (NASDAQ: LVLT).

The truth is that these are all picks he's stayed with for some time. He did address others, although his four Horsemen of Tech picks are the main ones he noted. He's been out for more than a week, so it didn't sound like he wanted to go out too hard on this. He's already noted that if you haven't started buying tech yet you should only put a half-sized position in since you may be able to buy tech cheaper in July earnings.

He also did not stick at all with the iPhone "sell the news" for a trade, which he had previously gone out with. Cramer is also still sticking with the coming bandwidth shortage a year out; and the outcome of this will be easy to see: if he's right Level 3 will be a huge win, if not it's going to be another bandwidth play left over from the dot.com days.

You can probably bet that Cramer will be sticking with these names for the next week or two at least until earnings are behind the companies. After all, nobody wants to work hard after a vacation.